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Why Us?

We know that your future cannot be predicted, but we believe with the right planning you can be prepared for much of what life brings you.

Wherever you are now, we can help get you to where you want to be. We can help you work towards a Great Future.

About Us

For over 28 years the team at Colorado Financial Planning Group has been helping business owners and individuals build “Great Futures.” It is our mission to help build, protect and preserve our clients’ wealth.

Our Philosophy

Through strategic planning and our proven process, we help you on your way in pursuing your financial goals to and through retirement. We believe ongoing education is a critical component to providing wealth-building recommendations that match your needs.

Our Process

Our planning process can help you pursue your financial dreams. Your goals remain the centerpiece of our recommendations and strategies.

OUR SERVICES

We offer you a wealth of services covering a full spectrum when it comes to your financial needs.

Investments

Investments play a key role in your financial plan. As financial advisors with an independently managed firm we strive to recommend investments that match each individual client’s situation.

Insurance

Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Financial Planning

We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to get you where you want to be.

Business Planning

A business is often the owner’s greatest asset. If you own a small business, we can help you protect and grow its value, and when you are ready we can help you successfully exit your business.

Estate Planning

Estate planning is the process of making certain your family, your loved ones and the causes you believe in are provided for adequately. It’s essential for those who wish to control the disposition of their assets after death, and to minimize the taxes imposed by both state and federal government.

OUR TEAM

Learn more about our team of professionals.

David Riggle, MBA, CLU, ChFC, CFP®, AIF®
Financial Advisor

Christy Nelson
Financial Advisor

Estelle Gonzalez
Administrative Assistant

Debi Riggle
Office Manager

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